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AA Financial Advisors’s Ares Capital ARCC Stock Holding History

AA Financial Advisors’s Portfolio ARCC Stock Details ARCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.04M Buy
164,209
+15,781
+11% +$295K 0.37% 59
2026
Q1 		$2.67M Buy
148,428
+84,100
+131% +$1.63M 0.38% 61
2025
Q4 		$1.3M Buy
64,328
+34,707
+117% +$700K 0.24% 71
2025
Q3 		$605K Sell
29,621
-70
-0.2% -$1.56K 0.12% 105
2025
Q2 		$652K Buy
29,691
+376
+1% +$8K 0.14% 92
2025
Q1 		$650K Hold
29,315
– – 0.16% 87
2024
Q4 		$642K Buy
29,315
+340
+1% +$7.33K 0.17% 87
2024
Q3 		$607K Sell
28,975
-471
-2% -$9.78K 0.18% 89
2024
Q2 		$614K Buy
29,446
+14,091
+92% +$294K 0.22% 85
2024
Q1 		$320K Hold
15,355
– – 0.13% 117
2023
Q4 		$308K Buy
+15,355
New +$299K 0.2% 46

Other funds holding ARCC

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

AA Financial Advisors's ARCC Position: Q2 2026 in Review

AA Financial Advisors increased its Ares Capital (ARCC) stake by 11% in Q2 2026, buying an estimated $295K and bringing the position to 164,209 shares worth $3.04M. The position accounts for 0.37% of the portfolio, ranked #59.

AA Financial Advisors first reported a position in ARCC in Q4 2023 and has held it in 11 quarters since. 208 funds tracked by Wall St. Rank hold ARCC as of Q2 2026.

  • AA Financial Advisors held 164,209 shares of Ares Capital worth $3.04M as of Q2 2026.
  • AA Financial Advisors bought 15,781 Ares Capital shares in Q2 2026, an estimated $295K.
  • Ares Capital made up 0.37% of AA Financial Advisors's portfolio in Q2 2026, its #59 holding.
  • AA Financial Advisors first reported a position in Ares Capital in Q4 2023 and has held it in 11 quarters since.
  • 208 funds tracked by Wall St. Rank held Ares Capital as of Q2 2026.

Based on AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.